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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,255 | $98,240-81.4% | $82,312-77.8% | $147,586-87.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 29.50% | 30.85%-1.4pp | 25.88%+3.6pp | 578.59%-549.1pp |
| Employer contribution / active EE | $2,444 | $3,192-23.4% | $2,428+0.6% | $4,876-49.9% |
| Participant deferral / active EE | $7,338 | $4,383+67.4% | $3,706+98.0% | $5,439+34.9% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |